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#AMD

Articles tagged AMD.

Setting AI in Stone
Big Tech

Setting AI in Stone

Etched raised at $10.3 billion for transformer-only chips. AMD just bought Taalas, which etches model weights into transistors. Hank Reed on an industry betting that AI has stopped moving.

Hank Reed
AMD Bought Taalas, Whose Chips Burn Model Weights Straight Into Transistors
Hardware & Devices

AMD Bought Taalas, Whose Chips Burn Model Weights Straight Into Transistors

AMD agreed to acquire Toronto-based Taalas, whose chips hardwire an AI model's weights permanently into silicon to eliminate the memory reads that cap GPU inference speed. Taalas claims 17,000 tokens per second on Llama 3.1 8B at a tenth of an H200's power.

Maya Iverson
AMD's Data Center Revenue Doubled to $6.7B. The Nvidia Challenge Is Landing.
Hardware & Devices

AMD's Data Center Revenue Doubled to $6.7B. The Nvidia Challenge Is Landing.

AMD posted record Q2 revenue of $11.5 billion, up 50%, with Data Center revenue up 107% to $6.7 billion and now 58% of the company. It also launched the MI400 series and signed Anthropic for up to 2 gigawatts of MI450 deployment.

Maya Iverson
AMD Locked Up 2.5 GW of Compute From an Ex-Bitcoin Miner, and Took Warrants
Hardware & Devices

AMD Locked Up 2.5 GW of Compute From an Ex-Bitcoin Miner, and Took Warrants

AMD signed a deal with Core Scientific for up to 2.5 gigawatts of AI data center capacity, worth more than $14 billion, and took warrants to buy the operator's stock. It is AMD guaranteeing a home for its own chips.

Maya Iverson
Nvidia Took Aim at the $200B Laptop CPU Market With RTX Spark
Big Tech

Nvidia Took Aim at the $200B Laptop CPU Market With RTX Spark

Nvidia unveiled RTX Spark at Computex 2026, an Arm-based laptop superchip pairing a 20-core CPU with a Blackwell GPU and 128GB unified memory. The launch OEM list covers every major Windows laptop maker.

Sam Whitaker